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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1025 | 1025 | 1092 | 1111 | 1189 | 1331 |
Fund Return | 2.53% | 2.53% | 9.19% | 3.56% | 3.53% | 2.9% |
Place in category | 47 | 47 | 53 | 16 | 33 | 9 |
% in Category | 28 | 28 | 32 | 12 | 29 | 17 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Altshuler Shaham Dev Mkts Protctd F | 784.33M | 8.96 | 1.55 | 6.10 | ||
Altshuler Shaham Equity Storm | 662.65M | 6.17 | 4.45 | 7.96 | ||
Altshuler Shaham S&P500 Managed | 388.08M | 12.43 | 9.08 | 10.21 | ||
Altshuler Shaham TA MidCap Stock | 276.06M | 11.71 | 3.98 | 9.61 | ||
Altshuler Shaham Protectd Glbl Eq | 223.03M | 7.80 | -2.65 | 2.88 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Meitav Convertible Bond | 18.21M | 2.34 | 2.27 | 3.92 | ||
Epsilon Global Bonds | 17.85M | 2.32 | 4.28 | 1.60 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
United States Treasury Notes 3.875% | - | 24.78 | - | - | |
United States Treasury Bills | - | 17.78 | - | - | |
United States Treasury Bills | - | 9.07 | - | - | |
Vanguard USD Corp Bd | IE00BZ163K21 | 4.54 | 37.17 | +0.27% | |
Wells Fargo & Co. 3.35% | - | 3.42 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Buy | Buy | Buy |
Technical Indicators | Sell | Strong Buy | Strong Buy |
Summary | Neutral | Strong Buy | Strong Buy |
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